door DocSend

DocSend provides a clear and seamless way to securely send documents and view data on how individuals engage with content.
With a powerful link-based system, it¿s easy to analyze content performance and get visibility into who is most interested in working with you.
DocSend Spaces also provides a lightweight deal room that allows you to put all your deal specific content in one place and see who¿s most engaged with it.
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DocSend is content management and tracking solution that helps finance professionals find, share, and track confidential material.
Meer informatie over DocSend

door AlternativeSoft

Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a personalised investment universe driven by state-of-the-art analytics.
With a total combined AuM over $1.5tn worldwide, some of the worlds largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse their multi-asset class portfolios.
An award-winning provider of quantitative analytics specialising in asset selection, portfolio construction & customised reporting.

door ProTrak International

Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to hedge funds, institutional asset managers and wealth management firms. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm.
An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms

door Numerix

Numerix is the leader of innovative capital markets technology solutions and real-time intelligence capabilities for trading and risk management. Committed to the exploration and adoption of latest technologies, Numerix is dedicated to driving a more open, fintech oriented, digital financial services market. Built upon a foundation of deep practical knowledge, experience and IT understanding, Numerix helps its users reimagine operations, modernize business processes and capture profitability
Numerix Oneview, is the only true real-time, cross-asset pricing, risk, analysis and trade management platform in the industry.

door Smonik Systems

A complete reconciliation and data aggregation / transformation tool. Allows for quick configuration and file mapping for easy implementation. Many user-friendly features allow you to manage reconciliation exceptions. Achieve significant time savings and added control over investment operations processes. We can extract data from PDF documents both structured and unstructured.
A "must-have" tool for any Investment Operations team!

door Altreva

Software application for forecasting real-world stocks, ETFs, forex currency pairs, cryptocurrencies, commodities and other markets. It creates market simulation models in which thousands of virtual traders apply their own trading strategies to real-world market data to trade, compete and adapt on a virtual market. Their collective behavior is used to generate one-step-ahead forecasts and trading signals. Models evolve incrementally in real-time without overfitting to historical data.
Forecasting software for stocks, ETFs, forex, cryptocurrencies, commodities and other markets

door Ledgex

Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions.
The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm.
Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

door Fi-Tek

HedgeTek - Fi-Tek's industry leading Partnership Allocation System for monetised (Capital based) and unitised (Multi-series/ Class & Equalisation) hedge funds and other partnerships.
HedgeTek is the most established Investor Accounting platform which was developed in partnership with a major Big Four accounting firm, and continues to be enhanced with inputs provided by industry leading administrators, accounting firms and multi-billion dollar fund managers.
Hedge fund accounting software (partnership allocation system) for hedge fund administrators, fund managers and accounting firms.

door aXpire

Resolvr enables users to view, in real time, auditable workflows of spend data across their company. The software differentiates itself from the competition by offering autonomous cost apportionment and intelligent invoicing decisions through machine learning, as well as inter-application communication between departments or even companies.
Resolvr is fully compatible with existing ERP software such as SAP, Oracle, QuickBooks, and more.
Expense allocation, spend and claims management tool with dynamic expense apportionment.

door Dolphin Enterprises

Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income.
Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

door Unilogic

FundsTOTAL is a cloud-based portfolio management, risk analysis and performance attribution application suite for hedge fund managers and their investors. It is an optimal solution for hedge funds that want real-time portfolio and risk management applications accessible anytime anywhere, without the burden of maintaining a technology infrastructure. FundsTOTAL gives you a powerful, feature-rich solution with no up-front expenses and affordable subscription fees.
FundsTOTAL provides intuitive cloud-based portfolio and risk applications for hedge funds and their investors.

door Archway

Archway, a software company, supports the financial operations of global Family Offices, Hedge Funds, Investment Advisors, Prime Brokers and Private Banks. Its flagship platform, ATWeb, is a web deployed enterprise solution for the accounting and investment industry. ATWeb integrates a full general ledger (G/L) to support portfolio, fund and partnership accounting with a portfolio management system.
The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.

door Burns Statistics

Generate a list of portfolios that obey portfolio selection constraints, but which are indifferent to the utility.
Generate a list of portfolios that obey portfolio selection constraints, but which are indifferent to the utility.

door Digiterre

dCRM is Digiterre's unified relationship management system which enables you to track, manage and report on all relationship activities between companies, contacts, funds, regulators and related counterparties.
dCRM is the product of choice of many of the world's largest hedge funds, fund of funds, institutional asset managers and hedge fund service providers wishing to maximize the value of their client and investor relationships.
Reduces operational risk surrounding OTC derivative processing through the automation and consolidation of post trade confirmations.

door InfoReach

Provides the ability to trade baskets and single orders of global equities, futures and options, either manually or algorithmically.
Provides the ability to trade baskets and single orders of global equities, futures and options, either manually or algorithmically.

door Options Technology

Run proprietary or vendor trading applications assured of maximum performance and the support of expert technical staff.
Run proprietary or vendor trading applications assured of maximum performance and the support of expert technical staff.

door GlobalBackOffice

The solution includes an accounting engine and general ledger; a financing module; collateral and margin reports as part of a risk module; a centralised counterparty module for compliance; a centralised security and market data module; a central rates and fees template engine which can drive fees, commissions, margin, and financing rates; a stock loan module; and a configurable client P&L module. We have integrated with DMA trading platforms, prime brokers, fund administrators, custodian banks.
The ideal solution for a broad range of financial services firms from prime brokers to family offices.

door Object Trading

Object Trading is a software company specialising in exchange connectivity software for market participants, sell-side and buy-side professionals and other financial software vendors.
Its FrontRunner suite of components provides access via a range of APIs to market data and order execution aspects of exchange connectivity. Enhanced by risk management, service management and back-office integration components, FrontRunner provides a total solution for exchange connectivity needs.
Core infrastructure for the global management and development of electronic trading systems. Product suite components include:

door Computer Design

Financial portfolio management system - particularly suitable for start up operations due to its low entry cost and unlimited growth path.
Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.

door TPG Software

Portfolio Genius is TPG's core system, providing investment management and accounting for both the asset and liability sides of your balance sheet. The system provides the ability to process purchases, sales, principal redemptions, and interest payments for a wide range of investment/liability securities. By leveraging one platform for all your business lines, you can significantly improve workflows by removing the inherent inefficiencies associated with a "silo" approach to data management.
Integrated suite of investment accounting & risk management that helps manage purchases, principal redemptions, sales, and more.

door SGGG Portfolio Systems

The SGGG Portfolio System provides integrated real time trade order, portfolio, and operations management tools to start-up and established hedge fund managers. The software supports multiple portfolios, strategies, asset types, currencies and custodians in a single solution. The system offers connectivity to hundreds of dealers and trading systems and most of the major prime brokers.
Integrated real time order management and portfolio accounting system.

door ClearStructure Financial Technology

For buy side management we offer Sentry PM, a cross-asset portfolio management suite of products. Sentry PM is a complete front-to-back office platform. Sentry PM was built on a flexible architecture, which allows it to be equally effective as a standalone product or easily integrated with other systems through our powerful API. This flexibility, coupled with the system's broad and robust functionality, delivers a highly focused set of features for investment management firms of all types.
Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.

door FINCAD

FINCAD Analytics Suite is the most transparent solution with comprehensive cross-asset coverage and documentation of all models, calculation methodologies, and references. Verify and validate every aspect of the valuation, including pricing of derivatives, measurement of counterparty exposure and risk, benchmarking against other systems, confirmation of dealer pricing and more. FINCAD Analytics Suite is available for use within Excel or as a software development kit.
Provides cross asset coverage of over 1600 function-based derivative and fixed income analytics in a convenient Excel-based interface.

door OpenGamma

OpenGamma provides technology for financial institutions to improve analytics calculation and delivery to front-office and risk users.
Using a completely open architecture, the OpenGamma Platform combines a flexible integration model with best-of-breed customizability and usability. Our unified approach will radically improve the quality, accuracy and timeliness of data to end-users, and significantly expand the capabilities of in-house IT resources.
Contact us today to find out more.
Enables a transparent and unified approach to trading and risk analytics that will radically improve the quality, accuracy.

door ProFundCom

A hedge fund marketing and sales intelligence software platform that reports back how your communications are being received.
ProFundCom gives a systematic approach to hedge fund and asset management marketing.
ProFundCom integrates to all CRM systems
A hedge fund marketing and sales intelligence software platform that reports back how your communications are being received.

door Nirvana Solutions

Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.
Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.

door Orchestrade Financial Systems

Turnkey solution for Booking, Position Keeping, Risk and Operations across all asset classes on a modern technology platform.
Turnkey solution for Booking, Position Keeping, Risk and Operations across all asset classes on a modern technology platform.

door BRT

Fortress is a NextGen interface, fully secure & mobile, designed for the customers of Wealth Managers, Independent Asset Managers, Private Banks and Trusts. It enables anytime, anywhere and on any device to have a 360 portfolio overview, to support decision-making and deliver insights for clients in addition to operating as a unique communication companion.
Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.

door Askerteam

Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce.
Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce.

door Finanzinformatik IT

This user-friendly and flexible portal interface can be adjusted to suit front-, middle- and/or back office as well as individually for each user. It also works in connection/combination with already existing other front-end applications (FIX interface). It includes UCITS/AIFMD reporting, pre-/post trade compliance, disclosure levels, trade import/export, a complete risk module, a reconciliation module and can handle complex fund structures.
Includes UCITS/AIFMD reporting, pre-/post trade compliance, disclosure levels, import/export and can handle complex fund structures.

door OpEff Technologies

Software as an online service for investor & portfolio accounting, order management, reconciliations and workflow automation.
Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.

door LiquidityCalendar

For Hedge Fund Investors to Better Manage Liquidity Reporting. It Translates Liquidity Provisions Such As Lockups, Gates, Fees and Notices Periods Into Actionable Schedules That Uncover How Much You Can Redeem and When. This application automatically creates your liquidity reports, calculates redemption schedules and how much can be redeemed and when for each subscription. It prevents the manual and error-prone assembly of terms and dates in spreadsheets.
Software That Uncovers How Much You Can Redeem & When. It Translates Lockups, Gates, Fees & Notices Periods to Actionable Schedules.

door Kase and Company

Technical analysis software has self-optimizing indicators which help traders make precise and systematic trade decisions.
Technical analysis software has self-optimizing indicators which help traders make precise and systematic trade decisions.

door Enfusion

For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our globally recognized platform, Integrata, provides asset managers full front-to-back office functionality on a single platform including order and execution management, portfolio management, reconciliations, valuations and risk, full fund accounting, outsourced fund services and a data warehouse.
Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.

door Utocat

Catalizr is the management solution for unlisted shares, it facilitates investments and reduces the investment time by 70%.
Catalizr is the management solution for unlisted securities, it facilitates investments and reduces the investment time by 70%.

door The Edgefolio Group

Deliver a better client experience at scale. FundPortal offers a secure way to interact and share documents & reports with your clients. It increases the scalability of your team while maintaining the proximity with your clients. We help you improve client retention and help support asset raising activities.
Learn more about FundPortal here: https://edgefolio.com/fundportal/
Manage your investor relationships and scale your business - all from one portal.

door HorizonSoftware

Horizon can trade across a wide range of structured products (vanilla to exotic), underlying asset classes (from equity to hybrids, and beyond), and product types (futures, options, capital protected products, etc.), all of this through a high volume of these products. A key strength of Horizon is the ability to handle everything on a single platform: from monitoring and managing positions in a single view, to real-time automated trading, with embedded algorithmic capabilities.
Horizon can trade across a wide range of structured products, underlying asset classes and product types